Paul Levy – Financial Adviser

Adviser identifying number: 245000
Status: Ceased
Adviser’s ABN: 31663883811
The year the Financial Adviser first provided advice: 1976

Name of the licence holder: GUARDIANFP LTD
Licence number: 237641
Licensee’s ABN: 40003677334
Licence controlled by: SUNCORP GROUP LIMITED

The date the Financial Adviser commenced the appointment: 30/01/2013
The date the Financial Adviser ceased the appointment: 18/04/2014
Name of the Authorised Representative: PAUL LEVY
Authorised Representative identifying number: 000245000
Authorised Representative’s ABN: 31663883811

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Certified Financial Planner – FPA
• Diploma of Financial Planning – FPA
• Diploma of Insurance – Australian Insurance Institute
• Margin Lending and Geared Investments – Kaplan
• Self Managed SuperFunds – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Paul Levy is authorised to provide advices on following products: